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Southern Company
SO

Overview Fund Activity

1,040 hedge funds and large institutions have $24B invested in Southern Company in 2014 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 381 increasing their positions, 359 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+116
Holders Change %
+12.55%
% of All Funds
27.76%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
158
Increased
381
Reduced
359
Closed
32
Calls
$393M
Puts
$296M
Net Calls
+$96.7M
Net Calls Change
-$30.2M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$1.02B
2
State Street
State Street
Massachusetts
+$169M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$166M
4
BFA
BlackRock Fund Advisors
California
+$130M
5
EA
Euclid Advisors
Connecticut
+$104M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$319M
2
AAMU
Amundi Asset Management US
Massachusetts
-$74.9M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$68.9M
4
EIP
Energy Income Partners
Connecticut
-$67.6M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
926
Mizuho Asset Management
Japan
$184K +$53.6K +1,089 +41%
GAM
927
Gemmer Asset Management
California
$182K – – –
AW
928
Alpha Windward
Massachusetts
$178K +$12.6K +257 +8%
GWCM
929
Godshalk Welsh Capital Management
Pennsylvania
$174K +$174K +3,550 New
HIM
930
Hillsdale Investment Management
Ontario, Canada
$172K -$83.5K -1,700 -33%
JFGIW
931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$172K – – –
ECM
932
Estabrook Capital Management
New York
$172K – – –
KPCM
933
Kings Point Capital Management
New York
$170K -$4.91K -100 -3%
WT
934
Whittier Trust
California
$163K +$5.77K +117 +4%
JIC
935
Joel Isaacson & Co
New York
$147K +$540 +11 +0.4%
SAMC
936
Shinko Asset Management Company
Japan
$146K -$19.7K -400 -12%
ARMC
937
American Research & Management Company
Massachusetts
$143K – – –
CFA
938
CT Financial Advisors
Pennsylvania
$142K +$142K +2,900 New
Royal London Asset Management
939
Royal London Asset Management
United Kingdom
$141K +$31.9K +64,002 +29%
Envestnet Asset Management
940
Envestnet Asset Management
Illinois
$137K +$72K +1,472 +111%
CLOS
941
Compagnie Lombard Odier SCmA
Switzerland
$135K -$680K -13,868 -83%
WA
942
Winfield Associates
Ohio
$133K – – –
AIM
943
Advantage Investment Management
Iowa
$132K +$132K +2,682 New
BC
944
Bartlett & Co
Ohio
$131K – – –
FWM
945
Focused Wealth Management
New York
$129K +$148 +3 +0.1%
BAM
946
Barrett Asset Management
New York
$123K – – –
EFSCE
947
Enterprise Financial Services Corp (EFSC)
Missouri
$118K +$27K +550 +30%
DBT
948
Dubuque Bank & Trust
Iowa
$115K – – –
LFR
949
Lehman Financial Resources
Pennsylvania
$107K -$39.2K -800 -27%
NSIM
950
North Star Investment Management
Illinois
$106K -$9.82K -200 -8%
36 37
38
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